Position in BCS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$145,017
+$136,585 QoQ
Shares Held
5,399
+883.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#387
of 552 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Continuum Advisory, LLC holds $10,825,483 across 17 Banks - Diversified names. BCS ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,447 | $6,038,256 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
18,140 | $1,499,089 | |
| 3 | C |
Citigroup Inc
|
10,624 | $1,486,935 | |
| 4 | BAC |
Bank Of America Corp /De/
|
15,135 | $862,392 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,764 | $399,702 | |
| 6 | BCS |
Barclays PLC
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|
5,399 | $145,017 | |
| 7 | ING |
Ing Groep NV
|
2,973 | $93,292 | |
| 8 | UBS |
UBS Group AG
|
1,849 | $91,636 |
All Filings in BCS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,017 | 5,399 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $8,432 | 549 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $34,274 | 2,579 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $31,687 | 2,608 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $29,891 | 2,791 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $30,107 | 3,186 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||